Installer Quote Assistant

Overview

The Installer Quote Assistant is a mobile and tablet application designed to streamline the quoting process for professional installers. It enables the creation of live, accurate quotes by walking through a customer property, inventorying necessary changes, and identifying devices to be installed.

Problem Statement

Creating accurate quotes often requires manual note-taking, subsequent data entry, and research into compatible brands, leading to delays in getting quotes to customers and potential inaccuracies in scope.

Solution

A guided mobile app experience that standardizes the site survey and quoting workflow.

Core Features

• Guided Walkthrough: As the installer walks through the house or building, the app prompts for specific details room-by-room to ensure comprehensive coverage.
• Visual Inventory: Allows installers to take pictures of existing conditions or locations for new devices, adding them directly to the customer project.
• Smart Suggestions: Suggests appropriate brands and devices based on the property type and existing appliances/infrastructure.
• Instant Quoting: Generates a quote at the end of the visit (or post-visit) that can be immediately forwarded to the customer for validation.

Target Audience

• Primary: Professional Installers who need to reduce administrative overhead.
• Secondary: Sales representatives at larger installation firms.

Key Benefits

For Installers

• Efficiency: Reduces time from site visit to quote delivery by automating the write-up process.
• Accuracy: Guided questions and visual evidence reduce missed items and return visits.
• Professionalism: Provides a polished, digital experience for the homeowner with branded proposals.

For Customers

• Transparency: Clear, detailed quotes with photos of the work area.
• Speed: Receive proposals faster, allowing projects to start sooner.

For Selora Homes

• Data Standardization: Consistent data on installation environments helps improve product compatibility.
• Demand Forecasting: Better visibility into upcoming hardware needs based on quoted projects.

Technical Considerations

• Offline Capability: The app must function fully in basements or areas with poor connectivity, syncing when a connection is restored.
• Integration: Deep integration with the Selora Connect platform for real-time pricing, inventory availability, and project management.
• Platform: Cross-platform mobile application (iOS and Android) to support the devices installers already carry.

Success Metrics

• Time-to-Quote: Reduction in average time from site visit to sent proposal (Target: < 1 hour).
• Conversion Rate: Increase in the percentage of quotes accepted by customers.
• Adoption: % of active installers using the app for at least 80% of their projects.

Dependencies & Risks

• Selora Connect API: Requires robust APIs for product catalog and pricing management.
• Device Compatibility: Must support a wide range of mobile devices and camera hardware.